DWA

Delos Wealth Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 15.6%
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.68M
3 +$1.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.53M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$1.28M

Sector Composition

1 Technology 3.84%
2 Consumer Staples 3.08%
3 Materials 2.67%
4 Utilities 2.38%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2.42K ﹤0.01%
+148
202
$2.25K ﹤0.01%
123
+2
203
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+25
207
$2.21K ﹤0.01%
+188
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$2.17K ﹤0.01%
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209
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8
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10
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44
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+47
220
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5
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5
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$1.72K ﹤0.01%
26
+1
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$1.68K ﹤0.01%
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224
$1.68K ﹤0.01%
30
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$1.67K ﹤0.01%
30
+1